VID1#crm
New look of sections — Contacts, Viewings, Tasks, Calendar, Requests, Deals
Six sections got a unified look. For now it is a trial: turn it on in the profile menu → New look; the same switch takes you back.
- One row above every list: All / Rent / Sale, search, Responsible (an agent sees their own, management the whole agency), urgent buttons and a single Filters button.
- Days in Viewings, Tasks and Calendar work the same: arrows ‹ date › (clicking the date opens the month and "Today") and Day / Week on the right. Viewings and Tasks open on today; urgent items (overdue, no outcome) are always on top.
- Tasks as a diary: the date in a column on the left, the day's tasks on the right. A new task via a button and a window; linking it to a client or a deal is optional. A task card opens as a window — edit everything right there (title, due, assignee, description, links); arrows ‹ › move between tasks.
- Calendar like Google Calendar: the day in two lines, today in a circle; blocks in three sizes (short — "what · when", an hour — what / time, longer — also the place), the event kind as an icon. The legend sits under ⓘ next to the title.
- Deals: only open ones by default; an overdue deal shows why ("Overdue 2 days · Call…") and the row has a next-step button. A missing document is a green outline, an uploaded one a filled square.
- Requests: instead of a separate "Matches" view, a New matches N button; a request card opens as a window over the list — what the client wanted, criteria and matched listings with "Offer", and arrows ‹ › to move between requests. Filters now have Source (website, portal, phone…).
- Viewings: days as a diary, client confirmation on every viewing.
- Contacts: Owners / Clients / Partners as buttons with counts right above the list; rent and sale come from the contact's cases (property, request, deal), so they work for migrated contacts without a label too. Filters gain case step and label. The contact card opens as a window with ‹ › arrows — channels, cases, tasks, documents with "Upload"; AML, consents and registries folded. A Contact button: email from the card, WhatsApp, call.
- Responsible looks the same in every row: a circle with initials and the name.